I help high‑earning professionals and families turn success into lasting security. My planning focuses on optimizing taxes before and after retirement—so you keep more of what you’ve built while funding the life you want.
Build a sustainable income strategy that coordinates investments, cash reserves, and tax brackets so your plan supports your lifestyle through all market cycles.
Sequence withdrawals across taxable, tax‑deferred, and Roth accounts; plan conversions and capital‑gain harvesting to minimize lifetime taxes, not just this year’s.
Coordinate benefit timing with portfolio income and healthcare costs to protect cash flow and reduce IRMAA and tax surprises.